Tobias Wehrli
Werdegang
Berufserfahrung von Tobias Wehrli
- Current 8 years and 9 months, since Sep 2017
Head Global UHNW Greece & Cyprus
UBS Switzerland AG
Leading a team of 12 people (Relationship Managers, Investments Advisors, CA Assistants and a Risk Specialist) who service Greek and Cypriot Ultra High Net Worth individuals.
- 1 year and 2 months, Jul 2016 - Aug 2017
Head Wealth Planning Europe & Emerging Markets (EEM)
UBS Switzerland AG
Management/supervision of solid-line direct reports and their subordinates. Leading & managing WP Europe & Emerging Markets, an organization of experts across Europe and Emerging markets (attorneys-at-law, lawyers, tax experts, certified financial planners, etc.) advising mainly Ultra High Net Worth and High Net Worth clients in legal & tax matters, predominantly in the area of tax / structuring, succession & estate planning, financial planning and relocation planning.
- 4 years and 1 month, Jun 2012 - Jun 2016
Head Wealth Planning Europe
UBS AG
- 2 years and 5 months, Jan 2010 - May 2012
Head Wealth Planning International
UBS AG
- 8 months, May 2009 - Dec 2009
Head Wealth Planning Swiss Clients
UBS AG
- 11 months, Jun 2008 - Apr 2009
Head P&S Consulting Swiss Clients
UBS AG
- 6 months, Dec 2007 - May 2008
Head Wealth Planning Swiss Clients
UBS AG
- 11 months, Jan 2007 - Nov 2007
Teamleiter
UBS AG
- 8 years and 3 months, Oct 1998 - Dec 2006
Wealth Planner
UBS AG
Ausbildung von Tobias Wehrli
- 2005 - 2007
LL.M. (International Tax)
Universität Wien
- 2000 - 2002
Financial Consultant CFP / Executive Master of Finance
Hochschule Winterthur
- 1993 - 1998
Jurisprudenz
Universität Bern
Sprachen
German
C2 (Verhandlungssicher / Muttersprachlich)
English
C1 (Fließend)
French
B1-B2 (Gute Kenntnisse)
Spanish
A1-A2 (Grundkenntnisse)
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